What happens to a document in Broker Lens
Broker Lens is a validation-stage demo for reviewing bank statements and payslips. The browser does the work where it can, and when a mode sends anything elsewhere, this page states exactly where it goes.
Each mode works differently
All three trade privacy for capability. Know what a mode transmits before you choose one for a client document.
| Mode | What it does | What leaves the browser |
|---|---|---|
| Local rules | Extracts text directly from the PDF and runs arithmetic and continuity checks. Fast and fully private — no AI is involved. | Nothing. Everything runs in your browser. |
| Local AI | An AI model on your machine reads each page image. Handles unusual layouts, handwriting, and edge cases that rules alone can miss. | Page images are sent to a model on your machine. Nothing reaches the internet. |
| Cloud AI | The most powerful models available. Best accuracy for complex or low-quality documents, with faster processing. | Rendered page images are sent to a cloud AI provider. The original PDF stays on this device. |
- Local rules
- What it doesExtracts text directly from the PDF and runs arithmetic and continuity checks. Fast and fully private — no AI is involved.
- What leaves the browserNothing. Everything runs in your browser.
- Local AI
- What it doesAn AI model on your machine reads each page image. Handles unusual layouts, handwriting, and edge cases that rules alone can miss.
- What leaves the browserPage images are sent to a model on your machine. Nothing reaches the internet.
- Cloud AI
- What it doesThe most powerful models available. Best accuracy for complex or low-quality documents, with faster processing.
- What leaves the browserRendered page images are sent to a cloud AI provider. The original PDF stays on this device.
Cloud extraction always shows a disclosure and asks for explicit confirmation first. The provider’s own retention, training, and regional policies are outside this page’s scope — confirm them for your deployment before a client document is used.
What the browser keeps
- The selected PDF is used in browser memory for the active review. It is not a File or Blob field in the persisted case store.
- The case store keeps the broker’s case and applicant labels, source filenames, extracted structured records, provenance, and check results in this browser’s IndexedDB.
- Removing a Case removes its applicants and document-slot records from that store. A different browser or device has no access to this browser’s cases.
What this page does not promise
- This page describes how the product behaves today. It is not legal advice, and it does not claim that any deployment meets a privacy or compliance obligation.
- A check result is a flag for human review, not a conclusion that a document is genuine, altered, fraudulent, or suitable for a lending decision.
- Do not use a customer document until the deployment’s configured provider, destination, and terms are appropriate for that use.